Despite the drop in Anode Material prices, Hunan Zhongke Electric is growing against the trend, expecting net profits to increase by more than five times in 2024 | Interpretations

① Hunan Zhongke Electric announced that the expected net income for 2024 is between 0.288 billion to -0.325 billion yuan, an increase of 590%-680% compared to the previous year; ② In 2024, the price of Anode Material is still expected to decline and linger at low levels, in 2023 Hunan Zhongke Electric's performance fell to the lowest in nearly five years, with a profit of only 41.7062 million yuan, and the performance in 2024 can be described as a 'comeback'.

cls.cnJan 15 10:14 ET

Shanghai is making moderate advancements in the layout of hydrogen-based energy, and policies are expected to promote a double increase in both supply and demand in the hydrogen energy market.

① The General Office of the Shanghai Municipal People's Government issued the "Work Plan for Innovative Development Led by New Energy Storage Demonstration in Shanghai (2025-2030)", focusing on green alcohol and green ammonia, with a long-term goal of forming four hydrogen-based Energy bases in the Lingang New Area, Jiading District, Chemical Zone, and Shanghai Waigaoqiao Free Trade Zone Group. ② Zhang Jin from Huabao Securities believes that with the implementation of related policies, the supply and demand in the "production, storage, transportation, and use" segments of the hydrogen energy market are expected to see a double increase.

cls.cnJan 9 19:01 ET

Microsoft announced the use of green hydrogen to power Datacenters. Institutions recommend paying attention to the upstream hydrogen production segment.

①Microsoft announced that it has reached an agreement with ESB, where the power control and management building of the datacenter located in Dublin will be powered by zero-emission green hydrogen energy. ②Caitong stated that the green hydrogen sector has attributes of high growth and significant potential, and that the large-scale development of domestic and international green hydrogen projects will allow the electrolysis and compressor segments to fully benefit from the growth.

cls.cnJan 7 19:00 ET

Youyan Silicon: This year, the production capacity of 8-inch wafers will reach 0.25 million pieces per month, with future plans aimed at the construction of new 12-inch wafer production capacity | Highlights from the Shareholder meeting.

① A representative from the company's board secretary office stated that there is still a strong demand for 8-inch silicon wafers, and in the short term, there won't be a situation where 12-inch silicon wafers replace 8-inch silicon wafers; ② Regarding the progress of the 8-inch silicon wafer fundraising project, the company expects that by the end of 2025, the production capacity of 8-inch silicon wafers will achieve a breakthrough of about 0.25 million wafers per month.

cls.cnJan 5 20:39 ET

Star news evening edition | Guangsteel Gas wins the bid for a 2.74 billion yuan project. The China Securities Regulatory Commission approves Haibo Si Chuang's Star IPO registration application.

① Ningbo Solartron Technology plans to reduce the investment scale of the optical-grade polyester film project; ② iRay Technology's subsidiary iRay South Korea has been acquitted; ③ Quantumctek Co., Ltd. Shareholder Shareholding plan has been completed; ④ Quantumctek Co., Ltd. intends to sign a sales contract with the University of Science and Technology of China.

cls.cnDec 19, 2024 08:07 ET

The State-owned Assets Supervision and Administration Commission and the National Development and Reform Commission jointly issued significant venture capital policies, and the equity market is expected to enter a period of development and prosperity.

① The State-owned Assets Supervision and Administration Commission (SASAC) and the National Development and Reform Commission jointly issued policy measures to promote the high-quality development of venture capital funds by central enterprises, supporting these enterprises to initiate and establish venture capital funds, focusing on early-stage, small-scale, long-term investments, and hard technology. ② Citic sec research reports indicate that in the context of the secondary market entering a valuation expansion cycle, with the increasing linkage effect between the primary and secondary markets, the equity market will also move towards a prosperous period of high-quality development.

cls.cnDec 2, 2024 19:02 ET